Quick summary
A waterfall chart in Tableau is built by combining a Running Total table calculation with a Gantt Bar mark type to visualize cumulative value changes. This step-by-step process uses the Columns shelf, Rows shelf, and Marks card to configure the chart entirely within Tableau's worksheet view.
Steps
- Drag a dimension field (Abc) from the Data pane to the Columns shelf.
- Drag a measure field (#) from the Data pane to the Rows shelf.
- On the Rows shelf, right-click the measure field, choose Quick Table Calculation, then select Running Total from the options.
- Drag the same measure field to the Color and Size options on the Marks card.
- Change the mark type to Gantt Bar.
- Tableau will now generate a waterfall chart in the worksheet.
